S&P Global Market Intelligence

Heading into 2027 there will be subtle changes in the key challenges facing supply chain decision-makers and while the promise of AI enablement could prove transformative, it comes with costs and risks.

The four largest US banks are set to kick off third-quarter earnings season next week, with Visible Alpha consensus estimates pointing to continued revenue growth but a more uneven earnings picture. (NYSE: JPM), (NYSE: BAC), (NYSE: C), and (NYSE: WFC) are all expected to post higher revenue year-on-year in the third quarter. JPMorgan leads on expected revenue growth at 9.6% year-over-year in Q3, followed by Citi at 7.3%, Bank of America at 4.7% and Wells Fargo at 3.8%.

Applying the Financial Services Finance Companies (FSFC) methodology to Block Inc. In our first article, we explored why traditional financial institution rating frameworks may not fully capture the unique risks and business models of fintechs and other specialized finance companies. In our second article, we examined how the FSFC Credit Assessment Scorecard provides a more tailored framework for assessing creditworthiness across this evolving sector.

Investment and credit teams face mounting data, shifting market signals, and pressure to make smarter decisions, faster. It’s time to move from reactive monitoring to proactive insight. Join us to discover how you can modernise your workflows for a sharper, forward-looking view across portfolio surveillance and credit risk.

The traditional value-in-use (VIU) model based on chemical properties is being boosted by the global push for decarbonization. This is changing in the iron ore market, separating high-grade, low-impurity ores from the lower-grade majority. These VIU adjustments are reshaping the cost curve, altering the competitive position of producers across the industry. ➤ Decarbonization widens VIU spreads, with expanding premiums for high-grade feedstocks bifurcating the iron ore market.

The utility regulatory agenda is likely to make headlines in October. ➤ Decisions could be issued in at least 30 pending rate proceedings that Regulatory Research Associates is covering across 18 jurisdictions. ➤ Stakeholders and consumer groups are poised to file testimony in 12 pending proceedings being followed by RRA. In addition, administrative law judges are expected to file recommendations on five rate-change proposals.

Research — Oct 08, 2026 US prediction market trades are predominantly sports-based While there are many differences, the one thing that prediction market platforms have in common with traditional sportsbooks is users, according to Kagan’s recent online consumer survey. ➤ Ten percent of surveyed internet adults said they have placed prediction market trades over the past year, and 70% of prediction market users traded on sports outcomes.

US airlines are heading into the third quarter with strong pricing and resilient travel demand, but a surge in fuel costs is threatening to widen the gap between revenue growth and profitability. Global fuel prices have been pushed higher by geopolitical tensions and supply concerns, raising jet-fuel costs for airlines even as demand for air travel remains strong.

In our previous article, Corporate Credit Risk Analysis: Factoring in the Risk of Macroeconomic Disruptions, we examined how external economic forces can influence credit risk. This article builds on that discussion by exploring why borrower-level assessment is equally important for SME and private credit portfolios.

Join us for S&P Global Market Intelligence's 3rd annual bank performance rankings for India and Japan. During this session, Marissa Ramos, Global FI Research specialist, will present an in-depth look at the best-performing banks for each geography, while Gaurav Raghuvanshi, head of the Asia-Pacific Financial News Desk, will outline the broader banking industry trends for each country, followed by live Q&A.